GKWIM
HCP

Gerber Kawasaki Wealth & Investment Management’s HashiCorp, Inc. Class A Common Stock HCP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio HCP Stock Details HCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-37,234
Closed -$1.27M – 309
2024
Q4 		$1.27M Sell
37,234
-30,000
-45% -$1.02M 0.06% 129
2024
Q3 		$2.28M Sell
67,234
-31,734
-32% -$1.07M 0.1% 102
2024
Q2 		$3.33M Sell
98,968
-35,500
-26% -$1.1M 0.17% 79
2024
Q1 		$3.62M Hold
134,468
– – 0.2% 76
2023
Q4 		$3.18M Hold
134,468
– – 0.19% 81
2023
Q3 		$3.07M Hold
134,468
– – 0.21% 81
2023
Q2 		$3.52M Buy
+134,468
New +$3.94M 0.24% 75

Other funds holding HCP

GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $321M AUM 20.69% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's HCP Position: Q1 2025 in Review

Gerber Kawasaki Wealth & Investment Management sold out of HashiCorp, Inc. Class A Common Stock (HCP) in Q1 2025, closing a stake of 37,234 shares — an estimated $1.27M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in HCP in Q2 2023 and held it in 7 quarters. The position peaked at $3.62M in Q1 2024. 4 funds tracked by Wall St. Rank hold HCP as of Q1 2025.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining HashiCorp, Inc. Class A Common Stock position as of Q1 2025 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 37,234 HashiCorp, Inc. Class A Common Stock shares in Q1 2025, an estimated $1.27M.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in HashiCorp, Inc. Class A Common Stock in Q2 2023 and held it in 7 quarters.
  • Gerber Kawasaki Wealth & Investment Management's HashiCorp, Inc. Class A Common Stock position peaked at $3.62M in Q1 2024.
  • 4 funds tracked by Wall St. Rank held HashiCorp, Inc. Class A Common Stock as of Q1 2025.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2025, filed 14 May 2025.